Quotes - Ability to Schedule date and times quotes are sent
Schedule date and times quotes can be sent out.
Jonathan Stacey
shared this idea
Thanks for sharing how you'd like to see the recent feature we've introduced in invoices expanded to quotes, Jonathan. Understand wanting more control and professionalism of transactions you're sending from Xero.
We'll be sure to share if there are plans made to implement this feature for quotes too.
-
Nial Phillimore
commented
This would be handy. Means we are not having to set calender invites for quote heavy clients
-
Jesse House
commented
Hi Xero team,
We'd love the option to schedule quotes to send at a later date and time.
As a small business owner, I often finish quotes late in the evening after job site hours. I don't want clients receiving quotes at 11 PM, since it doesn't look professional and can set the wrong expectation about my availability. Right now my only options are to send it late or remember to come back and send it the next morning, which is easy to forget.
It would be helpful to have a "Schedule Send" option on quotes (and invoices) that lets me:
- Pick a specific date and time to send
- Choose a quick option like "Tomorrow at 8 AM"
- See and edit scheduled quotes before they go outGmail and Outlook already offer this, and it would make Xero's quoting workflow much smoother for contractors and service businesses who do their admin after hours.
Thank you for considering it.
Jesse House
Daydream Design & Build LLC